TSGCo — Client Onboarding

Client Type

Basic Info

Digital

Background

Messaging

Services

Assets

Review

Step 01

Welcome to The Strategy Group Company

Let's get you onboarded. Select the option that best describes who you are.

Political Candidate Campaign

Running for federal, state, or local office

Political Action Committee

PAC, Super PAC, Leadership PAC, or IE Committee

Political Organization

Advocacy group, political party organization, or issue-focused org

Non-Profit Organization

501(c)(3), 501(c)(4), or other nonprofit entity

Corporation

For-profit business or company

Please select a client type to continue.

Step 02

Basic Information

Campaign Information

Candidate Full Name

Office Sought

District / Jurisdiction

Campaign Mailing Address

Campaign Team

Primary POC Name

Primary POC Phone / Email

Treasurer Name

Treasurer Email

Other Important Team Members

Committee Information

Committee Name

Committee Type

Jurisdiction

Contact

Primary POC Name

Primary POC Phone / Email

Treasurer Name

Treasurer Email

Additional Staff or Partners

Organization Information

Organization Name

Organization Type

Contact

Primary POC Name

Primary POC Phone / Email

Additional Staff or Partners

Organization Information

Organization Name

Organization Type / Focus

HQ Mailing Address

Phone Number

Contact

Primary POC Name

Primary POC Phone / Email

Additional Staff or Partners

Company Information

Company Name

Industry

HQ Mailing Address

Phone Number

Company Contact

Primary POC Name

Primary POC Phone / Email

Additional Staff or Partners Involved

Step 03

Digital Presence

Website URL

Leave blank if not yet established.

Social Media Handles or URLs

List each platform and handle or URL on a new line.

Step 04

Background

Personal Story

This informs tone across all creative.

Professional Experience

Why Are You Running?

Why Are You the Best Choice?

Personal Interests

Purpose of the Committee

Key Issues or Causes

Political Objectives

Priority Voter Segments or Geographic Focus

Mission and Purpose

History

Key Issues

Organizational Values

Mission Statement

History

Impact

Programs and Services

Company Overview

Company History

Mission and Vision

Competitive Advantage

Step 05

Messaging and Goals

Top 3 Issues

Core Campaign Message

Opponent Contrast

Target Voters

Potential Vulnerabilities

Core Narrative

Key Contrasts

Top 3 Priorities This Cycle

Topics to Avoid

Target Audience

Members or Supporters

Core Message

Legislative or Policy Priorities

Current Campaigns or Initiatives

Opposing Narratives

Top 3 Goals

Who Do You Serve?

Donor Profile

Volunteers

Community Partners

Why Should People Support Your Organization?

Success Stories

Current Priorities (Top 3 Goals)

Topics to Avoid

Current Business Priorities (Top 3)

Target Customers

Biggest Challenges

Brand Personality

Key Messages

Primary Competitors

Topics to Avoid

Step 06

Services

Select all services you are engaging. Additional onboarding requirements will appear for each selection.

Meta Advertising

CTV / Programmatic

YouTube / Google

Broadcast / Cable

X Advertising

Texting

Social Media Management

Graphic Design

Meta Advertising Onboarding

Page Access: Provide your Facebook Page URL below. TSG will request partner access through our Business Manager. Navigate to Settings > Page Setup > Page Access and accept. Approximately 24 hours to approval.

Facebook Page URL

Disclaimer Information

If your Facebook page already has an approved disclaimer, no action needed. If not, provide the fields below. You will coordinate 2FA codes with your TSG contact during setup.

Organization Name

Organization Website

Organization Address

Email Address (must match website domain)

Phone Number

Google / YouTube Onboarding

Political Verification: Requires a PDF of your EIN letter or FEC ID. Approval takes approximately 24 hours once submitted.

YouTube Channel: Video ads must be hosted on your channel. Either provide login credentials below, or add digital@tsgco.com as a manager on the channel.

Upload EIN Letter or FEC ID (PDF)

Drop file here or click to browse

PDF ONLY

YouTube Channel Login Credentials or Channel URL

Alternatively, add digital@tsgco.com as a manager directly through YouTube Studio.

X (Twitter) Onboarding

Account Access: Login credentials are required. Delegate access is available but not preferred.

Political Certification: TSG will reach out to an X rep to set up a new ad account once access is granted. Provide EIN or FEC ID below. Approximately 24 hours to approval.

X Login (Username or Email)

X Password

Upload EIN Letter or FEC ID (PDF)

Drop file here or click to browse

PDF ONLY

Programmatic / CTV Onboarding

For any election ad, an EIN number or FEC ID is required along with a landing page URL. Workarounds are available if neither applies. For non-election advertisers, only the landing page URL is needed.

Landing Page URL

EIN or FEC ID (if applicable)

Broadcast / Cable (NAB) Onboarding

Required for FCC political file compliance. Provide all fields exactly as they appear on your campaign paperwork.

Official Candidate Name

Treasurer of Campaign

Official Name of Candidate's Committee

Advertiser Information

Name of Advertiser

Advertiser Address

Contact Person

Contact Phone

Contact Email

Chief Executive Officers / PAC Members

Texting Onboarding

All fields must match your official committee registration exactly. Mismatches will cause registration to be rejected.

Official Committee Name

Regulatory Authority Filing URL

Federal: FEC filing URL. State/Local/Tribal: filing URL for the relevant authority. Must list email or mailing address on file.

Committee Filing Email Address

Must match record on file with FEC or relevant authority.

Committee Type

Committee Filing Mailing Address

Must match record on file with FEC or relevant authority.

FEC Committee ID (if applicable)

Tax ID / EIN Number

Campaign Web Address

Web Hosting Vendor

Area Code Preference for Sending

Election Dates (if applicable)

Graphic Design Onboarding

Upload Logos, Graphics, or Brand Assets

Drop files here or click to browse

PNG, AI, SVG, PDF, ZIP ACCEPTED

PNG, AI, SVG, PDF accepted. ZIP multiple files.

Link to File Folder (Google Drive, Dropbox, etc.)

Step 07

Assets

Upload materials below. Each section is separate so nothing gets buried.

Candidate Photos and Logos

Drop files here or click to browse

JPG, PNG, HEIC, SVG, ZIP — HIGH-RES PREFERRED

Headshots, event photography, campaign logos.

Messaging Documents

Drop files here or click to browse

PDF, DOCX, PPTX, ZIP

Talking points, platform documents, messaging guides.

EIN Letter and Compliance Documents

Drop files here or click to browse

PDF PREFERRED

Official EIN letter, FEC filings, compliance documents.

Previous Creative

Drop files here or click to browse

JPG, PNG, MP4, MOV, PDF, ZIP

Ads, mailers, or other creative from previous cycles.

Polling or Opposition Research

Drop files here or click to browse

PDF, ZIP, DOCX, XLSX

Any polling data, opposition research, or background documents already completed.

Logos and Photos

Drop files here or click to browse

JPG, PNG, SVG, ZIP

Existing Creative

Drop files here or click to browse

JPG, PNG, MP4, MOV, PDF, ZIP

Previous ads or creative assets.

Messaging Documents

Drop files here or click to browse

PDF, DOCX, ZIP

Compliance Documents

Drop files here or click to browse

PDF, ZIP

FEC filings, EIN letter, and other compliance materials.

Logos and Photos

Drop files here or click to browse

JPG, PNG, SVG, ZIP

Policy Documents

Drop files here or click to browse

PDF, DOCX, ZIP

Position papers, legislative briefs, policy platforms.

Messaging or Branding Guides

Drop files here or click to browse

PDF, DOCX, ZIP

Existing Creative

Drop files here or click to browse

JPG, PNG, MP4, PDF, ZIP

Logos

Drop files here or click to browse

JPG, PNG, SVG, ZIP

Photos or Videos

Drop files here or click to browse

JPG, PNG, MP4, MOV, ZIP

Program photography, event photos, video assets.

Messaging or Branding Materials

Drop files here or click to browse

PDF, DOCX, ZIP

Reports or Helpful Documents

Drop files here or click to browse

PDF, DOCX, XLSX, ZIP

Annual reports, impact reports, research.

Brand Guidelines

Drop files here or click to browse

PDF, AI, ZIP

Brand style guide, color palette, typography.

Logos

Drop files here or click to browse

PNG, SVG, AI, EPS, ZIP

Marketing Materials

Drop files here or click to browse

PDF, DOCX, PPTX, ZIP

Brochures, decks, one-pagers, campaigns.

Product Photos

Drop files here or click to browse

JPG, PNG, ZIP — HIGH-RES PREFERRED

Existing Creative

Drop files here or click to browse

JPG, PNG, MP4, MOV, PDF, ZIP

Previous ads or creative work.

Step 08

Review and Submit

Review your information below. Once submitted, your TSG contact will receive a notification and follow up within one business day.

Submission Received